The ability to plan for multi-generational wealth or long-term philanthropic planning begins with a thoughtful and practical estate plan.
Estate planning is much more than the legal transaction of completing a will or minimizing taxes. It’s about envisioning the possibilities in how your future generations and/or charities will steward the wealth you have left them.
What We Offer
Starting with a deep understanding of your family’s financial situation and legacy goals, we work with you to create a plan that aims to minimize estate tax and maximize benefits to future generations and charitable enterprises. We focus on the creation of these plans as well as the execution and implementation of each plan.
- Goals and long-term vision for wealth
- Creation of planning ideas
- Estate plan execution
- Implementation of wealth-transfer strategies
- Ongoing management to carry out your plan